Helping members achieve their financial goals is my top priority.
It is both an honor and my highest priority to help you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon. Regardless of where you are in life, I have the tools and financial products that, together, we can leverage to develop an appropriate strategy for you.
Professional Qualifications
- Registered Representative of LPL Financial
- Licensed Insurance Agent
- Check Chris' background on FINRA's BrokerCheck
Let's work together to develop a plan to help you:
- Retire more comfortably
- Preserve your assets and your financial future
- Fund your children's or grandchildren's education
- Cover the costs of long-term care
Professional Services
- Financial Planning
- Investment Management
- Personal Financial Assessments
- Tax-Advantaged Investment Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance
- Retirement Planning
- Insurance Planning
Together we'll answer the tough questions to give you financial confidence:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with a retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- What would happen to your family financially if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.